Meet The Team

 

We’re Fun, Social & Business Savvy.

Brian Brogan

Chief Investment Officer, Head of Wealth, Exemplar Wealth Advisors LLC

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AT EXEMPLAR Work Smart, Have Fun – See Us At Play
  • As Head of wealth, I am directing investment strategy for the firm and clients.
  • I drive thought leadership around Multi-generational wealth.
  • We serve the HNW and UHNW individuals and families around private wealth and family legacy.
  • We work with likeminded clients who are intentional about their wealth and the sustainability of their wealth.
  • We have deeper conversations with clients around the purpose of wealth and the values which align with the wealth.

WHATS YOUR SUPERPOWER?

I am skilled at reading and interpreting family dynamics around wealth.

 
 
 

CREDENTIALS

  • Series 65 current
  • Have held 7,63, 87, Life/Annuity
  • I have a CMT, CEPA, WFAA and a Masters in Clinincal Psychology with a specialization in wealth
 

LEADERSHIP

  • I am a Malvern Prep School alumni board member.
THE REAL ME
 We are a private family we don’t do social media.
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